Follow

New Partner Spotlight - fp alpha [31:50]

Partners_header.jpg

Our New Partner webinars provide you with the details you need to 1) determine whether or not a new integration partner might be beneficial to your office and 2) if so, learn how to get signed up, set up and using the integration between Redtail and that new partner.

Founded by financial planner and industry leader, Andrew Altfest, CFP ®, FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients, in a scalable, intelligent, and cost-efficient manner. FP Alpha is designed to integrate seamlessly into the many stages of the financial planning process and is complementary to the advisor’s current financial planning software, starting where they stop. By leveraging AI learning and subject matter experts across 17 financial planning disciplines, this innovative tool allows advisors to uncover new planning opportunities and provide clients with more holistic advice.

Video not Loading? Unable to view YouTube? CLICK HERE

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk